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Which Report Should I Use?

Find the report that answers your question

Applies to: Billing

Time Tracker Billing has 19 reports, and the names don't always tell you which one answers your question. Find your question below, then run the report next to it. See Running a Report for how.

Reports List

The full report list runs down the left side of the Reports page.

Questions About Time

You want to know...
Run this report
What did each person work on, entry by entry?
User
How much time did each person log in total?
User Summary
How much of each person's time was billable?
User Utilization
What was logged for one client?
Client Entry
What do the timesheets look like this period?
Timesheet Summary
What have contractors logged?
Contractor

Questions About Money

You want to know...
Run this report
Who owes us money, and how overdue is it?
Account Receivable
What have we invoiced each client?
Client Billed
What has each client actually paid?
Client Income
How does one client look overall?
Client Summary
What's on each invoice, line by line?
Invoice Details
What payments came in, and how?
Payment Details
Which work is actually profitable?
Profitability
What tax was charged across invoices?
Tax

Questions About Projects and Costs

You want to know...
Run this report
How is each project doing?
Project-Summary
How does actual time compare to the estimate?
Project-Estimates
What has been spent, by client or category?
Expense
What hours go into pay?
Payroll

Tips

  • Click the star next to a report to make it a favorite.
  • Shared Reports at the top of the list holds filter setups shared across your firm.
  • For collections, run Account Receivable weekly. It shows overdue amounts by age.